Wraparound Services:
Monthly Webinars
Join us for monthly continuing education webinars.
These hour-long sessions will cover a mix of topic updates — like new credit reporting standards or student loan programs — and discussions on program development and enhancement, such as effective QI programs and advanced soft skills enrichment.
At just $89 per participant per session, coaches and other member-facing team members can easily select the sessions that meet their needs, ensuring their skills stay sharp and their knowledge remains current.
Check the calendar below for topic descriptions, presenter bios, and registration links. All webinars are 10:30 AM – 11:30 AM PDT. If you find a topic suitable for multiple team members, contact us to schedule a session specifically for your team at a convenient time.
For questions or to learn more about private sessions for your team, send us an email!
Webinar Calendar & Registration
2024
8/28 Guiding Members Through Loss — By LauRae D. Upchurch
10:30 AM – 11:30 AM PDT
REGISTER HERE: https://attendee.gotowebinar.com/register/8093569303482785375
This insightful webinar addresses the emotional and practical financial aspects of losing a loved one, equipping you to provide support to a member during this challenging time. You’ll discover how to gather essential documentation, understand social security benefits, adjust spending, and important fraud protection measures.
Ideal participants
- Financial counselors and coaches
- Credit union and bank staff
- Financial service industry employees professionals and employers interested in supporting their employees’ financial well-being
- HR professionals and employers interested in supporting their employees’ financial well-being
- EAP counselors, employees and supervisors
About The Presenter
LauRae D. Upchurch is a BALANCE financial educator and presenter. She has also won several consecutive America’s Credit Unions (formerly Credit Union National Association) Desjardin awards for financial education in the state of Virginia. Additionally, she holds a Certified Credit Union Financial Counselor designation and has a passion for helping others take control of their finances through creating and revitalizing their personal budget. LauRae currently resides in Virginia, with her husband and two children.
9/25 Understanding Student Loan Repayment — By Denise Keiser
10:30 AM – 11:30 AM PDT
REGISTER HERE: https://attendee.gotowebinar.com/register/5667903716097381213
This session dives deep into federal student loan repayment plans and policies. We’ll cover everything you need to know, from choosing the right repayment option to exploring loan forgiveness programs and navigating default. By the end, you’ll have the knowledge, a firm understanding and tools needed to tackle student loans with confidence.
Ideal participants
- Financial counselors and coaches
- Credit union and bank staff
- Financial service industry employees professionals and employers interested in understanding their employees’ financial challenges
- HR professionals and employers interested in supporting their employees’ financial well-being
- EAP counselors, employees and supervisors
About The Presenter
Denise Keiser is the Director of Training at BALANCE. A dynamic leader, seasoned trainer, and financial coach, Denise empowers individuals in financial wellness, call center management, leadership, and employee growth. With extensive experience in housing and personal finance education, coaching, and counseling, she oversees BALANCE’s training programs. Before leading the training team, Denise directed BALANCE’s team of Financial Coaches, serving clients nationwide.
Previously, Denise served as the Executive Director of a Michigan-based housing counseling agency for nearly ten years. She holds a Bachelor’s degree in Communications and New Media and is an AFC® Financial Counselor. She has also held real estate and lending licenses in California. Denise has appeared on TV as the “Money Expert” for WLNS-6 Lansing’s “Money Monday” segment on CBS.
Denise is dedicated to helping people take control of their finances and achieve lasting positive change. She is equally committed to fostering employee development. As an AFC® Accredited Financial Counselor and practitioner, she brings credibility and expertise to every engagement. Denise is passionate about financial well-being, lifelong learning, yoga, dogs, and is a proud Navy mom.
10/30 Conducting a Credit Report Review — By Denise Keiser
10:30 AM – 11:30 AM PDT
REGISTER HERE: https://attendee.gotowebinar.com/register/3341438266793149019
Don’t miss this opportunity to elevate your expertise in credit report analysis. This session will delve into the critical components of credit reports, including trade lines, inquiries, and public records, providing you with a thorough understanding of each element. Learn how to identify potential issues, understand credit scores, and make informed decisions based on credit history. Enhance your ability to guide clients through their credit profiles with confidence and precision.
Ideal participants
- Financial counselors and coaches
- Credit union and bank staff
- Financial service industry employees
- HR professionals and employers interested in supporting their employees’ financial well-being
- EAP counselors, employees and supervisors
About The Presenter
Denise Keiser is the Director of Training at BALANCE. A dynamic leader, seasoned trainer, and financial coach, Denise empowers individuals in financial wellness, call center management, leadership, and employee growth. With extensive experience in housing and personal finance education, coaching, and counseling, she oversees BALANCE’s training programs. Before leading the training team, Denise directed BALANCE’s team of Financial Coaches, serving clients nationwide.
Previously, Denise served as the Executive Director of a Michigan-based housing counseling agency for nearly ten years. She holds a Bachelor’s degree in Communications and New Media and is an AFC® Financial Counselor. She has also held real estate and lending licenses in California. Denise has appeared on TV as the “Money Expert” for WLNS-6 Lansing’s “Money Monday” segment on CBS.
Denise is dedicated to helping people take control of their finances and achieve lasting positive change. She is equally committed to fostering employee development. As an AFC® Accredited Financial Counselor and practitioner, she brings credibility and expertise to every engagement. Denise is passionate about financial well-being, lifelong learning, yoga, dogs, and is a proud Navy mom.
11/20 Unlocking the Power of Soft Skills — By LauRae D. Upchurch & Denise Keiser
10:30 AM – 11:30 AM PDT
REGISTER HERE: https://attendee.gotowebinar.com/register/5257909024239604054
Boost your career success with the often-overlooked edge: soft skills! This webinar dives into the power of communication, teamwork, and emotional intelligence, equipping you to build stronger relationships, navigate challenges, and excel in today’s workplace. Discover how soft skills can elevate your career, boost your confidence and unlock your true potential.
Ideal participants
- Professionals in leadership roles
- Teams looking to improve their communication
- Customer facing professionals including customer service reps
- Job seekers and career changers
About The Presenters
LauRae D. Upchurch is a BALANCE financial educator and presenter. She has also won several consecutive America’s Credit Unions (formerly Credit Union National Association) Desjardin awards for financial education in the state of Virginia. Additionally, she holds a Certified Credit Union Financial Counselor designation and has a passion for helping others take control of their finances through creating and revitalizing their personal budget. LauRae currently resides in Virginia, with her husband and two children.
Denise Keiser is the Director of Training at BALANCE. A dynamic leader, seasoned trainer, and financial coach, Denise empowers individuals in financial wellness, call center management, leadership, and employee growth. With extensive experience in housing and personal finance education, coaching, and counseling, she oversees BALANCE’s training programs. Before leading the training team, Denise directed BALANCE’s team of Financial Coaches, serving clients nationwide.
Previously, Denise served as the Executive Director of a Michigan-based housing counseling agency for nearly ten years. She holds a Bachelor’s degree in Communications and New Media and is an AFC® Financial Counselor. She has also held real estate and lending licenses in California. Denise has appeared on TV as the “Money Expert” for WLNS-6 Lansing’s “Money Monday” segment on CBS.
Denise is dedicated to helping people take control of their finances and achieve lasting positive change. She is equally committed to fostering employee development. As an AFC® Accredited Financial Counselor and practitioner, she brings credibility and expertise to every engagement. Denise is passionate about financial well-being, lifelong learning, yoga, dogs, and is a proud Navy mom.
12/18 Identity Theft Solutions — By LauRae D. Upchurch
10:30 AM – 11:30 AM PDT
REGISTER HERE: https://attendee.gotowebinar.com/register/3171491152534713430
It’s not just an unknown phone call! A scam is very likely, but you don’t have to fall victim. In this webinar session, equip yourself with cutting-edge strategies to safeguard against identity theft. This session will provide in-depth insights into the latest preventive measures, detection techniques, and recovery processes. Don’t miss this opportunity to enhance your security knowledge and protect your organization from identity theft risks.
Ideal participants
- Credit union and bank staff
- Financial service industry employees
- HR professionals and employers interested in supporting their employees’ financial well-being
- EAP counselors, employees and supervisors
About The Presenter
LauRae D. Upchurch is a BALANCE financial educator and presenter. She has also won several consecutive America’s Credit Unions (formerly Credit Union National Association) Desjardin awards for financial education in the state of Virginia. Additionally, she holds a Certified Credit Union Financial Counselor designation and has a passion for helping others take control of their finances through creating and revitalizing their personal budget. LauRae currently resides in Virginia, with her husband and two children.
2025
1/29 Becoming an Effective Presenter — By LauRae D. Upchurch
10:30 AM – 11:30 AM PDT
REGISTER HERE: https://attendee.gotowebinar.com/register/2904847488171147611
Do you dread presentations or speaking in front of a group? Want to transform from nervous to captivating? This interactive webinar equips you with the skills and confidence to deliver impactful presentations that engage and inspire your audience. Learn how to craft compelling content, conquer your nerves and keep your audience engaged.
Ideal participants
Anyone who delivers presentations at work or school, who wants to make lasting impressions and gain confidence in public speaking situations.
About The Presenter
LauRae D. Upchurch is a BALANCE financial educator and presenter. She has also won several consecutive America’s Credit Unions (formerly Credit Union National Association) Desjardin awards for financial education in the state of Virginia. Additionally, she holds a Certified Credit Union Financial Counselor designation and has a passion for helping others take control of their finances through creating and revitalizing their personal budget. LauRae currently resides in Virginia, with her husband and two children.